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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / create sales invoice f...
Microsoft Dynamics NAV (Archived)

create sales invoice from job planning line

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Posted on by Jesse Chiou

When you create a job for a customer who has a currency code specified on the customer card in Microsoft Dynamics NAV, the Invoice Currency Code field on the job card uses the currency code from the customer card. However, when you create job planning line, the current code is still come from currency code in job card and not "Invoice Currency Code".

When user create sales invoice from job planning line, system use currency factor convert to sales invoice which unit price doesn't the same as planning line.

How to solve this?

Thanks.

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  • Jesse Chiou Profile Picture
    Jesse Chiou on at
    RE: create sales invoice from job planning line

    Hi Suresh:

    The currency code is blanket and invoiced currency code has value, say USD. It's correct that system will use USD to create sales invoice, however, in job planning line, it's blanket in currency code.

    System convert unit price with blanket currency code to USD when user creates sales invoices. The result price is usually not the same what user expected.

    I just wonder why system doesn't use USD, which is invoice currency code in both planning line and sales invoices.

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: create sales invoice from job planning line

    If the currency code is blank on the job card then sales invoice uses invoice currency code on the job, if it is not blank then it uses that. So make sure the job currency code is blank if you want to use the Invoice Currency Code on the job for the sales invoice.

  • Jesse Chiou Profile Picture
    Jesse Chiou on at
    RE: create sales invoice from job planning line

    I am using the latest build 42603.

    On job card the invoiced currency code set as EUR.

    After creating job task card and planning line, the currency code in planning line is blanket, which is Local currency.

    Under this situation, after create a sales invoice, the unit price will not be the same as planning line, especially when the exchange rate is different.

  • Suggested answer
    keoma Profile Picture
    keoma 32,675 on at
    RE: create sales invoice from job planning line

    which build number do you use? did you install the latest cumulative update ?

    i tried it successfully with vs. 8.0.41779.

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